Investment Questions

Does Selfmade give advice on my investments?

No, sorry! We can’t provide advice on what you should invest in, as we’re not financial advisers. We’re also here to provide any support about the Selfmade platform. 

What is an Investment Strategy and an Annual Investment Review?

When you opt to set up an SMSF, the government requires you to set up an investment strategy that outlines your plan for how you’ll invest your money. There are a few approaches you can take by researching or talking with a financial adviser. At Selfmade we provide a useful investment strategy template that you can use as a starting point for developing your investment strategy. 

You’re also required to review and lodge an updated version of this document yearly – this is called an annual investment review.